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AE Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

AE Wealth Management’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$291K Buy
7,370
+1,318
+22% +$60.5K ﹤0.01% 1395
2025
Q4 		$275K Buy
6,052
+451
+8% +$20.4K ﹤0.01% 1354
2025
Q3 		$230K Buy
5,601
+161
+3% +$6.53K ﹤0.01% 1330
2025
Q2 		$226K Sell
5,440
-488
-8% -$18.8K ﹤0.01% 1245
2025
Q1 		$215K Sell
5,928
-782
-12% -$30.8K ﹤0.01% 1249
2024
Q4 		$268K Buy
+6,710
New +$282K ﹤0.01% 1148
2024
Q1 		– Sell
-12,169
Closed -$425K – 1225
2023
Q4 		$425K Buy
+12,169
New +$388K ﹤0.01% 1539

Other funds holding BIPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's BIPC Position: Q1 2026 in Review

AE Wealth Management increased its Brookfield Infrastructure (BIPC) stake by 22% in Q1 2026, buying an estimated $60.5K and bringing the position to 7,370 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

AE Wealth Management first reported a position in BIPC in Q4 2023 and has held it in 7 quarters since. The position peaked at $425K in Q4 2023. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • AE Wealth Management held 7,370 shares of Brookfield Infrastructure worth $291K as of Q1 2026.
  • AE Wealth Management bought 1,318 Brookfield Infrastructure shares in Q1 2026, an estimated $60.5K.
  • Brookfield Infrastructure made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1395 holding.
  • AE Wealth Management first reported a position in Brookfield Infrastructure in Q4 2023 and has held it in 7 quarters since.
  • AE Wealth Management's Brookfield Infrastructure position peaked at $425K in Q4 2023.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.